https://www.facebook.com/116359554404899/

Plan Ahead 101

Home
Philippines
Balanga
Plan Ahead 101

we provide a financial advise exclusive for your needs

09/11/2022

Ang tanong isa ka na ba sa kanila?

If alam mo hindi pa, message mo ako agad para makasimula ka ng mag INVEST para sa mga FUTURE GOALS, NEEDS and WANTS mo. Wag mong sayanging ang mg oras na may pera/income ka pa at healthy pa dahil dadating ang panahon na mahihirapan ka na kumita dahil may edad kana or may health problems pa.

Value your Money/Income, Health, & Time. 👇👇💯💯

Simulan mo na NGAYON. 💚💚💚

Ctto

07/11/2022

Ask me HOW
Ask me NOW

Let’s plan your best life. Retire young and with savings.

PM or txt/call is the 🔑

22/10/2022

If you talk to someone who has been working for years, he'll tell you that he earns more than what he used to, but his quality of life has not improved.

The more he works, the more he spends, and the faster his income disappears.

If you want to escape this vicious cycle, you must pay yourself first and invest some money away for future use.

Another thing is that our culture of consumption is often what pulls us into this cycle in the first place.

Buying things you don't actually need. Buying things just to solicit likes and impress people. And to what end?

At some point, the stuff you own starts to own you. Whatever you spend your money on, make sure it adds to your quality of life.

Life is a journey, and you don't want to spend that journey on a wheel going nowhere.

Want to learn how to properly manage and maximize your income? Send me a message and I would gladly coach you.

CTTO.

18/10/2022

Be a responsible head of the family.

Mabuti ng handa at huwag pabayaan ang pamilya sakaling we run out of time, we are diagnosed with critical illness or we retire.

Let me help you plan for your loved ones and for your best future. Let’s talk.

16/10/2022

What if your 2,500 monthly Savings can offer all these benefits?

Young Age 25 sample quotation

✅Life Insurance 1M
✅Accident Death Benefit 1M
✅Total Disability Benefit (Waiver of Premium)
✅Critical Illness Benefit 350,000
✅Hospital Income Benefit 2,000/day
✅Business Plan at Age 40 with 490,000
✅Retirement Plang at Age 60 with 3.1M

Protect your love ones and secure your Future!

09/10/2022

Client: I just want investment, I don’t want Life Insurance.

Financial Advisor: Why is that, Mr. Client?

Client: Because I cannot use Life Insurance. How will I enjoy the money if I’m already dead?

FA: Okay. So where will you use the money from your investment?

Client: I will use it for the education of my son and for some leisure, like travel. I want to travel with my family so they can enjoy.

FA: Oh. That is so responsible of you, Mr. Client. You want to invest so you can send your son to school, to make sure your child gets the best education. Also, you want to make them happy by giving them a memorable travel.

Client: Yes. I want to prepare for his education because I know how expensive it is to study in a university and I want them to enjoy life.

FA: Mr. Client, it is good that we are addressing these needs and goals right now by preparing for it. But you know, Mr. Client, saving and investing takes time. My question is, what if, suddenly, you run out of time?

Client: What do you mean?

FA: Mr. Client, we can have lots of talent and skills that we can use to generate income. But what if your talents and skills are taken away from you? For example, you become disabled or become sick or your time has come. What do you think will happen to your goals and to your family?

Client: ....

FA: Mr. Client, in between life is a big IF. We don’t know what the future holds. But what if I can give you a plan that can address the educational fund, travel fund and at the same time protect those goals when you suddenly run out of time? Would you be happy with that?

Client: Well that is good.

FA: Amazing!

-
CTTO
Reposting from Sol Araña

18/09/2022

Habang pinapatagal mo ang pagkuha nito, lalo lang ito magmamahal ng magmamahal.

Ang masakit pa, kapag kinailangan mo na baka hindi kana pwede kumuha.

Tara pagusapan na natin habang mura pa at habang qualified kapa kumuha.

26/08/2022

WHAT IS LIFE INSURANCE?

As a Financial Advisor, we don’t just sell life insurance, we sell what life insurance can do for you and your family.

To know more, PM me and let’s talk. 💚

23/08/2022

Interested? Let’s talk.

For free financial planning, simply send me a private message and I’ll explain it to you HOW.

09/08/2022

𝙒𝙝𝙖𝙩 𝙞𝙛 𝙩𝙝𝙚 𝙗𝙧𝙞𝙙𝙜𝙚 𝙬𝙖𝙨 𝙣𝙚𝙫𝙚𝙧 𝙗𝙪𝙞𝙡𝙩 𝙖𝙣𝙙 𝙮𝙤𝙪'𝙧𝙚 𝙣𝙤 𝙡𝙤𝙣𝙜𝙚𝙧 𝙖𝙗𝙡𝙚 𝙩𝙤 𝙘𝙧𝙤𝙨𝙨?

Each of us has their own dreams and goal in life. Surely one of this is to give a better future for our love ones, that's why we are working harder.

But what if suddenly we lost our job, we got sick, accident happens, do you think all your hard earned money is enough to support your family and love ones? Are you prepared?

Many of us believe in the saying, "I'll cross the bridge when I get there", but what if the bridge was never built and you're no longer able to cross? Will you be able to reach your destination? No, not at all.

As early as now build the bridge. So that when the unexpected thing happens, you will still be able to reach your destination.

Build the bridge while you are young, so that its going to be strong. Unlike when you build it when you're already old, it will be weak and sturdy.

Do something as early as possible and plan for your future. Get Life Insurance + Investment and be protected... not only you but also your family and love ones.

Let’s talk.

04/08/2022

As parents, we all know that supporting your family financially not only means making sure there’s food on the table and the bills get paid, but also means ensuring your loved ones will have time to mourn and recover from shock if something ever happens to you…

And the truth is the probability of our death is 100% but how many percent of us actually PLAN FOR IT? What would happen to your loved ones when you are not there anymore? Who will be there to maintain the lifestyle of your family?

Insurance is a product which ensures that, when you die, your family will get anything you wished for them. Use it to create the perfect "Gift of Love" for your Family.⠀
⠀
It's your GIFT, make it memorable. 🙌🏻⠀

Find a chance to speak to a financial advisor today, so you and your family can be well protected. 👨👩👧👦

CTTO

01/08/2022

Funny but it's true, and it's sad at the same time.

Madalas excited talaga tayong mga pinoy kung kelan makukuha yung pera. And that's understandable. Even me, I want money now.

But we have to start realizing that investing and in this topic, planning for retirement, is a very long horizon.ok kung marami ka pang time mag invest for your golden years.

Sad kasi marami rin na makita lang bumaba yung investment funds, withdraw agad without giving it a chance to grow back again.

Tandaan: Investing is a long-term game. 💚
Give it 10 years or more to grow, oki!

Pm is the key🙂

Let me help you understand the importance of saving 💚

Address

Balanga
2100

Website

facebook.com

Alerts

Be the first to know and let us send you an email when Plan Ahead 101 posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Plan Ahead 101:

Shortcuts

Want your business to be the top-listed Accountant in Balanga?